Transparent Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.39M Sell
7,585
-85
-1% -$15.6K 1.02% 13
2022
Q4
$1.3M Sell
7,670
-129
-2% -$21.9K 1.02% 13
2022
Q3
$1.21M Sell
7,799
-140
-2% -$21.6K 1.02% 14
2022
Q2
$1.34M Sell
7,939
-7,878
-50% -$1.33M 1.18% 12
2022
Q1
$2.86M Buy
15,817
+4,589
+41% +$829K 2.41% 10
2021
Q4
$1.92M Buy
+11,228
New +$1.92M 1.44% 10